TaxDome Blog

Co-founder of Brooklyn FI tells a story about his firm's growth success. Find out what tools and techniques he uses to grow faster and stay efficient.

Get ready to laugh out loud with 20 of the funniest accounting memes. From clever puns to relatable situations, these memes are sure to bring some humor to your balance sheet. Perfect for tax professionals and accountants looking for a break from crunching numbers.

We cover the most important federal and state deadlines to mark on your 2023 tax calendar, how to file for an extension, what happens should you miss the deadline, and clever ways to reduce your taxable income.

Meet Darren Dowdell, founder of Acade Tax Services LLC in Buffalo, NY. Since 2008, he’s managed to grow his client base up to 600 clients, and is adding 400 more in the coming year with the help of TaxDome’s workflow automation.

Learn how TaxDome has allowed a financial services firm with 650 clients to improve their processes and to stay organized despite COVID-19.

Eric Gray, CEO of Evolution Accounting & Consulting, LLC, brings over three years experience of delivering tax, tax resolution, bookkeeping, CFO and many other services to clients nationwide. 

Want to be the first to see and play around with the new TaxDome features before the release? Happy to introduce our Early access program. A rollout of new features designed specifically for early adopters.

The TaxDome Advisor Directory is a unique list of experts in tax, accounting, bookkeeping, payroll and advisory services globally. Whether you seek assistance locally or remotely, you can find professionals who are focused on delivering not only proficiency, but a premier customer experience. Each Advisor provides you with a digital platform to access your documents […]

With this update, your clients no longer have to type this kind of information each time; the pre-fill function will look at prior answers and roll them forward, saving hours of data entry time, leading to a superior client experience.

Joe Cass is a practitioner of more than 30 years with a high-volume practice of over 1,000 clients. Prior to November, Joe was leveraging TaxDome for only the client portal, signature, and document exchange -- he was not yet using automations. After just three sessions with the TaxDome team, Joe has a fully functioning, automated pipeline with custom communications to clients every step of the way.

Accounting and tax firms rely on organizers to obtain information needed to facilitate their work from clients. They offer a more efficient option for streamlining client onboarding and workflow.

Meet Dane Janas, an Enrolled Agent and the founder of Boundless Tax firm. Dane founded Boundless Tax firm in 2017 and during 2020 he has converted to being a 100% virtual firm. He has automated many manual processes, increased client adoption, and is now looking to add new hires as his client base is actively growing.

CPA client intake forms can make your accounting or bookkeeping service stand out. Learn how to use intake forms, their benefits, and the types of forms to create.

Meet Amber Gray-Fenner, owner of Tax Therapy, LLC. She’s not only an EA, but also a tax writer and a regular columnist for forbes.com and thinkoutsidethetaxbox.com.

What does your workday look like? With the new Calendar in TaxDome, you can see task and job due dates visualized in a handy timeline format. Manage your day, workload and due dates within one workspace!

Your clients may choose to sign the hard copy of the prepared forms in your office. Previously, in such cases, the e-version of the document stayed labeled as ‘Pending Signature’, confusing you and your clients and disrupting your automated workflow.

You can now schedule Jobs to recur at whatever frequency you want: on the 25th of every 4 months, bi-monthly, every Tuesday, the last day of each month and many more.